RYBIX Mutual Fund

NAV$95.38

Returns Overview

1 Month
-0.43%
3 Months
-4.86%
6 Months
-9.81%
YTD
+5.13%
1 Year
+30.14%
3 Years (annualized)
+13.85%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
-2.18%
vs Peers
+7.31%

RYBIX Mutual Fund Performance

RYBIX performance across multiple time periods: 1-month -0.43%, YTD 5.13%, 1-year 30.14%, 3-year 13.85%, 5-year 8.47%, 10-year 10.93%.

RYBIX returns outperform the peer average of -2.18% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

RYBIX performance comparison shows side-by-side returns with another fund. RYBIX alternatives are available in the Mutual Fund Screener.